Pioneers in a changing world.

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Pioneers in a changing world.

We Wrote the Book

Roger Gibson is perhaps best known as the author of the investment classic, Asset Allocation: Balancing Financial Risk. While the concept and theory of asset allocation were not new in 1990, Roger’s book was the first written on the subject. The book bridges the gap between modern portfolio theory and the real-life investment decisions that clients and their advisors must make. Praised by the financial profession, Asset Allocation is written for a wide audience of investors, financial advisors, and teachers.

Thought Leadership

For over twenty-five years, our advisors have spoken to audiences about investment portfolio design, asset allocation, modern portfolio theory, and investor psychology. The vast majority of these engagements are for professional audiences of money managers, investment advisors, financial advisors, accountants, and attorneys.

Our speaking engagements fulfill part of our larger mission to contribute to the profession by advancing the art and science of portfolio design and management. Both the book, Asset Allocation: Balancing Financial Risk, and these talks serve this purpose. It is very satisfying, as we look back over the life of our organization, to consider the broad and lasting contribution that our work has made to the investment profession.

Honorariums from speaking engagements are donated to the Roger and Brenda Gibson Family Foundation. The Foundation grants financial assistance to various charities for the alleviation of human suffering and supports educational and artistic endeavors.

Fiduciary Trailblazers

Throughout our history, we have committed ourselves to the highest standards of fiduciary responsibility. We receive fees solely from our clients, which enables us to recommend, without any potential conflicts of interest, an appropriate mix of investments for implementing portfolio strategies. Our Founder and Co-Chairman, Roger Gibson, co-founded the Center for Fiduciary Studies (now Fi360) in 1998 and is a Co-founder and Past Chairman of the Committee for the Fiduciary Standard. The Committee drafted the Fiduciary Pledge that we send to clients and lobbied Members of Congress and regulators to adopt a universal Fiduciary Standard.

Among our staff, we have four individuals who hold the Accredited Investment Fiduciary (AIF®) designation and five individuals who hold the Chartered Financial Analyst (CFA) designation, which has at its core the same fiduciary standards of care.

Moments in Our History

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1989

GC Event // Roger launches Gibson Capital Management.

GC Event // Roger Gibson is featured in Money Magazine's November issue.

1990

GC Event // First edition of Asset Allocation: Balancing Financial Risk published by McGraw-Hill in the U.S.

World Event // The Internet Protocol and HTML language are born.

1991

GC Event // Assets under management on December 31st total $40.1 million

1992

GC Event // Assets under management on December 31st total $50 million.

GC Event // On June 10th, 60 guests from our GC firm, friends, and family gather to surprise Brenda Gibson with a 20th anniversary celebration at the Andy Warhol Museum. See the party inspiration board here.